CCWM
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Cassaday & Co Wealth Management’s Solventum SOLV Stock Holding History

Cassaday & Co Wealth Management’s Portfolio SOLV Stock Details SOLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$84.4K Sell
1,094
-48
-4% -$3.5K ﹤0.01% 522
2026
Q1 		$74.6K Buy
+1,142
New +$84.8K ﹤0.01% 528

Other funds holding SOLV

IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cassaday & Co Wealth Management's SOLV Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Solventum (SOLV) stake by 4.2% in Q2 2026, selling an estimated $3.5K and leaving 1,094 shares worth $84.4K. The position accounts for ﹤0.01% of the portfolio, ranked #522.

Cassaday & Co Wealth Management first reported a position in SOLV in Q1 2026 and has held it in 2 quarters since. 881 funds tracked by Wall St. Rank hold SOLV as of Q2 2026.

  • Cassaday & Co Wealth Management held 1,094 shares of Solventum worth $84.4K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 48 Solventum shares in Q2 2026, an estimated $3.5K.
  • Solventum made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #522 holding.
  • Cassaday & Co Wealth Management first reported a position in Solventum in Q1 2026 and has held it in 2 quarters since.
  • 881 funds tracked by Wall St. Rank held Solventum as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.